What You'll Do
Coordinate and conduct visits to current or potential clients to determine their investment needs and objectives. Apply a risk profile questionnaire and gather personal information and asset positions to advise on suitable investment alternatives. Promote responsible banking practices and contribute to a more inclusive and sustainable society.
What We're Looking For
Experience in wealth management or financial advisory roles. Strong understanding of investment products and risk assessment methodologies. Ability to communicate effectively with clients and provide tailored financial advice.
Key Skills & Technologies
Additional Information
Experience Level
Junior
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site